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Formatting Text and Adding Images in Ninety

Add headings, lists, links, tables, and pasted screenshots to descriptions, meeting notes, and other text fields across Ninety.

Written by Tommy Mains

How to Format Text and Add Images in Ninety

Ninety's text editor lets you format text and add images and files in the description and notes fields you use every day. You can bold key points, build bulleted lists, add headings, and paste a screenshot straight into an Issue or To-Do with Ctrl+V.

Owners, Admins, Implementers, Managers, and Managees can format text and add images in any field they can edit. Observers can view formatted content but can't edit it. To learn what each role can do, see User Roles and Permissions.

Where you'll find the text editor

The text editor appears in the description and notes fields across Ninety. Look for the toolbar with B, i, U, and strikethrough at the top of the field:

  • Rocks (your 90-day priorities), including Milestones, and To-Dos, Issues, Headlines, and Cascading Messages, in their details panels and in the global Create form.

  • Meetings, including meeting notes, custom agenda sections, Segue content, and notes added to Rocks, To-Dos, Issues, and Headlines during a meeting.

  • Most sections of the Vision/Traction Organizer® (V/TO®), such as Core Focus™ and custom sections. Core Values and 3 Uniques™ keep their simpler fields.

  • The description of a Quarterly or Annual Review.

  • Your profile bio, in your user settings and in the Directory.

Edit Issue panel with the text editor toolbar above a description containing a pasted image

Meeting Notes in a Level 10 Meeting, with the text editor toolbar and an Attachments area below

The Knowledge Portal uses a fuller version of the editor. It's described in the "How the Knowledge Portal editor is different" section.

Formatting text

The text editor keeps the most common formatting tools on the toolbar: Bold, Italic, Underline, and Strikethrough. Select text, then click a tool to apply it. The rest of the tools are grouped in three menus, plus a ⋮ menu on the right. Hover over any icon to see a label that says what it does.

Menu

What it contains

A: (text)

Subscript, superscript, font, font size, text color, highlight, Inline Class, Inline Style, and clear formatting.

¶: (paragraph)

Left, center, and right alignment, justify, bulleted list, numbered list, Paragraph Format (Normal, Heading 1–4, and Code), Paragraph Style, line height, outdent, indent, and quote.

+: (insert)

Format Painter, link, image, Upload File, table, Select All, and emoji.

⋮ (more)

Undo and redo.

The A menu open below the toolbar, showing subscript, superscript, font, size, color, and highlight tools

The paragraph menu open below the toolbar, showing alignment, list, format, indent, and quote tools

The insert menu open, showing Format Painter, link, image, Upload File, table, Select All, and emoji

To add a heading, click in the line, open the ¶: menu, click Paragraph Format, and choose Heading 1, Heading 2, Heading 3, or Heading 4. To return the line to regular text, choose Normal.

To copy formatting from one part of your text to another with the Format Painter:

  1. Select text that has the formatting you want to copy.

  2. Open the +: menu and click Format Painter.

  3. Select the text you want to apply that formatting to.

Inline Class, Inline Style, and Paragraph Style offer a few preset looks, such as highlighted text or a bordered paragraph. They're optional, and most teams use the standard tools above.

To remove formatting, select the text, open the A: menu, and click Clear Formatting.

Adding images

You can add an image to a description or notes field by pasting it or dragging it in. This works for screenshots, charts, and any image file:

  • Paste a screenshot or copied image. Click in the field where you want the image and press Ctrl+V (Cmd+V on a Mac).

  • Drag an image file. Drag the file from your computer into the field.

  • Insert an image from a web address. Open the +: menu, click the image icon, paste the image's URL, and click Insert.

Add one image at a time. If you copy several images at once and paste them, only one is added.

To adjust an image after you add it, click it. An alignment dropdown and a delete icon appear on the image. Drag a corner of the image to resize it.

A selected image in a description with corner handles, an alignment dropdown, and a delete icon

Adding links and files

You can add links and upload files directly in a description or notes field.

To link text to a web page:

  1. Select the text you want to link.

  2. Open the +: menu and click the link icon.

  3. Paste the URL and click Insert.

To upload a file into the field:

  1. Click in the field where you want the file.

  2. Open the +: menu and click Upload File.

  3. Drop the file into the box, or click the box to choose a file.

The file appears in the text as a link showing its file name. Click the link to see options to open it, edit the link, or remove the link.

An uploaded PDF shown as a link in a description, with open, link style, edit, and unlink icons

Many items, including Rocks, To-Dos, Issues, Headlines, and meeting notes, also have a separate Attachments section below the description. Use the Attachments section to keep files with the item, and use a link in the description when you want the file to appear at a specific point in your text. If a file won't upload in either place, see Fixing an Attachment That Won't Upload.

Pasting from other apps

The text editor keeps the formatting of content you paste from Microsoft Word, Google Docs, and other apps. Headings, lists, bold text, and links come through without a pop-up or extra cleanup. To paste plain text instead, paste it and then select it and click Clear Formatting in the A: menu.

How the text field fits on the page

A description or notes field grows as you type, up to about twice its starting height. After that, the field scrolls, so use the scroll bar on its right side to move through longer content.

Item descriptions hold up to 65,536 characters, and the counter above the field shows how many you've used. Formatting, links, and files use some of that space. If you reach the limit, see the "Why did my description stop accepting text?" question in Creating Items with the Universal Create Button.

How the Knowledge Portal editor is different

The Knowledge Portal uses a fuller version of the text editor, built for longer documents. Owners, Admins, Implementers, and Managers can edit Knowledge Portal content in Edit Mode. The main differences are:

Feature

Descriptions and notes

Knowledge Portal

Toolbar

Most tools are in the A:, ¶:, and +: menus.

Most tools are visible on the toolbar.

Adding your own image

Paste or drag the image.

Paste or drag the image, or upload it with the image icon.

Uploaded files

Appear as a link.

PDFs appear as a card with a preview. Word and Excel files appear as a preview you can scroll through.

Video

Not available.

Embed a video from its URL.

Saving

Saves with the item.

Click Save Changes to keep your edits.

Paragraph Format, Paragraph Style, line height, and quote

Available.

Not available.

The Knowledge Portal editor in Edit Mode, with the full toolbar visible

Troubleshooting

Issue: I pasted several images, but only one appeared.

Solution:

  1. Paste or drag each image into the field separately.

  2. If an image still doesn't appear, wait for the first one to finish loading, then add the next.

  3. If the issue persists, contact support.


Issue: The image icon only asks for a web address.

Solution:

  1. Copy the image or take a screenshot.

  2. Click in the field and press Ctrl+V (Cmd+V on a Mac), or drag the image file into the field.

  3. If the issue persists, contact support.


Issue: My uploaded file shows as a link instead of a preview.

Solution:

  1. Click the link and click the open icon to view the file. Files in descriptions and notes always appear as links.

  2. To show a PDF, Word, or Excel file as a preview on the page, add it to the Knowledge Portal instead.

  3. If the link doesn't open the file, contact support.


Issue: My description stopped accepting text.

Solution:

  1. Check the character counter above the field. Descriptions hold up to 65,536 characters.

  2. Remove content you no longer need, or move longer material into a document and add it as a link or attachment.

  3. If the issue persists, contact support.


Issue: I can't type in the field or the toolbar is grayed out.

Solution:

  1. Check your role. Observers can view items but can't edit them.

  2. Make sure you're on the team the item belongs to, or ask the item's owner for access.

  3. If you have edit access and the field still won't respond, contact support.

Frequently asked questions

Can I paste a screenshot into an Issue or To-Do?

Yes. Open the Issue or To-Do, click in its description, and press Ctrl+V (Cmd+V on a Mac). The screenshot appears in the description. You can do the same in Rock, Headline, and meeting note fields.


Can I add headings to a description?

Yes. Click in the line you want to turn into a heading, open the ¶: menu, click Paragraph Format, and choose a heading level from Heading 1 to Heading 4.


Can I add a table to a description?

Yes. Click where you want the table, open the +: menu, and click the table icon. Move your cursor over the grid to choose the number of rows and columns, then click to insert the table.


Can I preview a file without downloading it?

In the Knowledge Portal, yes. PDFs appear as a card with a Fullscreen button, and Word and Excel files appear as a preview on the page. In descriptions and notes, a file appears as a link that you click to open.


Can I @mention someone in a description?

Yes. Type @ and the first few letters of a teammate's first or last name, then select them from the list. They'll get a notification. To learn more, see Stay Updated with Ninety's In-App Notifications and Alerts.


Does typing a dash or "1." start a list?

No. To start a list, open the ¶: menu and click the bulleted list or numbered list icon.

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